Sales Leader- Channel Leader

United States, New York


Convergence has created an entirely new platform comprising data, analytical products and services that penetrate and assess the operations and operational risk of Alternative Asset Manager and their service providers. Our product set is unique, as it is independently sourced and verifiable to data produced by the Advisor and contains original content that is derived in the form of practices and benchmarking. Our Portal is updated and refreshed daily. We have created a database with over 15mm artifacts providing unprecedented transparency into 17,000+ Registered Investment Advisors and the eco-system that supports the RIA

Responsible for applicable product sales to relevant channels:

Channels include:
Alternative Asset Managers

  • Single Managers
  • Fund of Funds

Service Providers

  • Fund Administrators
  • Public Accounting Firms
  • Financial Technology Firms
  • Banks – Custodians – Prime Brokers
  • Executive Search – Recruiting
  • Law Firms
  • Insurance Companies

Institutional Investors

  • Public Pension
  • Corporate Pension
  • Endowments
  • Foundations
  • Consultants

Colleges – Business School and Alumni

 Minimum $250K – $400k ANNUALLY – 10-20 product sales


 Heavy Northeast orientation – Baltimore to Boston



Lead the sales and client management efforts in the region/channel

Develop and maintain a high probability sales pipeline of active proposals that is consistently 3x goal

  • $1mm-$1.5mm in pipeline is needed
  • Active development and management of targets
  • 100+ calls per month
  • 25+ physical meetings per month
  • Strategic discussion of deal probability risks and mitigation strategy 

Understand the universe of opportunity

  • Establish and manage market intelligence gathering on each prospect
  • Understand product utility by channel and client
  • Update management weekly on prospective clients and interactions versus goal
  • Establish a multi-year strategic sales plan

Provide input and routine updates on new and existing product development requirements

Achieve agreed sales metrics, evidenced by:

  • Number of target client and intermediary presentations
  • Volume of documented call reports
  • Value of new business contracted
  • Value of high to medium pipeline
  • Market share growth
  • Cross-sell generation

Development and management of the Convergence intermediary strategy

  • Develop and maintain a referral network
  • Build on existing relationships as well as establish new relationships with the intermediary market
  • Establish key strategic relationships with the intermediary market

Convergence Branding

  • Assist in the development and maintenance of marketing, sales and product information for each channel
  • Ensure all products and services have a defined set of marketing & sales, legal, technical and financial models and documentation
  • Work with the centralized marketing function to ensure appropriately targeted marketing and brand awareness


  • Proven track record of data sales capabilities and execution exceeding goal
  • Relevant experience in financial services industry, ideally within the asset management space

Industry skills/experience

  • Sales and business development experience
  • Ability to consult with clients and create solution-driven sales
  • Exposure to outsourcing processes and strategies

Personal Attributes

  • Leadership qualities
  • Excellent communication and interpersonal skills
  • Business-solution orientation
  • Innovative and entrepreneurial
  • Ability to work with multi-disciplinary senior management
  • Service-oriented, dynamic people-person with ability to build the business
  • High degree of diplomacy, tolerance, natural confidence and enthusiasm
  • Process-oriented work ethic and attention to detail
  • Ability to remain highly motivated and focused towards the key measurements of the job
  • Knowledge of sales cycle management

Business skills and experience

  • Sound knowledge of asset management business is essential
  • Ability to manage and work with teams involved in multiple disciplines across different locations
  • Ability to actively demo Convergence database and products


Business Development will report to George Evans, Co-President



Compensation will be market based and commensurate with experience and seniority. In addition, the successful candidate will receive a competitive benefits package and be eligible to participate in other firm wide bonus and equity schemes

How to Apply



Please quote the "HFM Jobs Board" in the subject line of your application

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